Purchases and Sales Made in Q4 2023 in Ishares Treasury Floating Rate (TFLO)
This table provides information about the institutional ownership of Ishares Treasury Floating Rate (TFLO) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES TREASURY FLOATING RATE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.07K+ 10.17% |
$53.9K - $54.4K
|
11.6K
$586K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
986+ 5.95% |
$49.7K - $50K
|
17.6K
$887K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
909+ 2.3% |
$45.8K - $46.1K
|
40.5K
$2.04M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
805New |
$40.5K - $40.9K
|
805
$40.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
767+ 5.98% |
$38.6K - $38.9K
|
13.6K
$687K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
690+ 316.51% |
$34.8K - $35K
|
908
$45.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
676+ 0.16% |
$34.1K - $34.3K
|
435K
$22M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
659New |
$33.2K - $33.4K
|
659
$33.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
643+ 64300.0% |
$32.4K - $32.6K
|
644
$32.5K
|
|
|
Jan 05, 2024
Q4 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
618+ 0.32% |
$31.1K - $31.4K
|
196K
$9.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
580New |
$29.2K - $29.4K
|
580
$29.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
542+ 3.75% |
$27.3K - $27.5K
|
15K
$757K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
492+ 7.35% |
$24.8K - $25K
|
7.18K
$363K
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
488+ 7.0% |
$24.6K - $24.8K
|
7.46K
$377K
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
483+ 2.11% |
$24.3K - $24.5K
|
23.3K
$1.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
368+ 8.38% |
$18.5K - $18.7K
|
4.76K
$240K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
323New |
$16.3K - $16.4K
|
323
$16.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
235New |
$11.8K - $11.9K
|
235
$11.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
172New |
$8.66K - $8.73K
|
172
$8.69K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
137+ 1.22% |
$6.9K - $6.95K
|
11.4K
$575K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
134+ 1.79% |
$6.75K - $6.8K
|
7.63K
$386K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
115+ 2.06% |
$5.79K - $5.84K
|
5.69K
$288K
|
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
BUY
|
- |
113+ 1.48% |
$5.69K - $5.73K
|
7.75K
$392K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
105+ 8.0% |
$5.29K - $5.33K
|
1.42K
$71.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
103+ 2.47% |
$5.19K - $5.23K
|
4.27K
$216K
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
93+ 2.25% |
$4.68K - $4.72K
|
4.23K
$214K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
88New |
$4.43K - $4.47K
|
88
$4.45K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
71New |
$3.58K - $3.6K
|
71
$3.59K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
69New |
$3.48K - $3.5K
|
69
$3.49K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
49+ 0.35% |
$2.47K - $2.49K
|
14.1K
$713K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
43New |
$2.17K - $2.18K
|
43
$2.17K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
38+ 0.74% |
$1.91K - $1.93K
|
5.2K
$263K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
37+ 3.36% |
$1.86K - $1.88K
|
1.14K
$57.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
33+ 0.27% |
$1.66K - $1.67K
|
12.2K
$617K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
32New |
$1.61K - $1.62K
|
32
$1.62K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
30+ 18.75% |
$1.51K - $1.52K
|
190
$9.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
25+ 25.51% |
$1.26K - $1.27K
|
123
$6.21K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
22New |
$1.11K - $1.12K
|
22
$1.11K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
13+ 0.73% |
$655 - $660
|
1.79K
$90.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
12New |
$604 - $609
|
12
$606
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
10+ 0.12% |
$504 - $508
|
8.61K
$435K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
9+ 0.21% |
$453 - $457
|
4.36K
$220K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1New |
$50.4 - $50.8
|
1
$50.5
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-5- 0.02% |
$252 - $254
|
20.8K
$1.05M
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-6- 0.01% |
$302 - $305
|
87K
$4.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-8- 3.25% |
$403 - $406
|
238
$12K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-18- 0.02% |
$907 - $914
|
119K
$6M
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-34- 0.09% |
$1.71K - $1.73K
|
38.7K
$1.95M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-46- 8.07% |
$2.32K - $2.33K
|
524
$26.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-60- 2.36% |
$3.02K - $3.05K
|
2.48K
$125K
|